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  • WELCOME TO

    BENCHMARK WEALTH ADVISORS

    What if everything you've been told about investing is WRONG?

  • Hard to Believe? Consider what happened to your portfolio during the market meltdown in 2007-2009.
    Were you ever advised to mitigate risk and take any action to stop losing money?

  • Or were you told to just “buy and hold” and hope that the market would eventually go up?
    Our clients follow a more strategic and less volatile path.

    Learn More

   

What We Do

At Benchmark Wealth Advisors we passionately believe in developing successful, long-term personal relationships with our clients. By taking the time to gain a deep understanding of the unique requirements of each individual, and by providing advice on a one-to-one basis, we are able to formulate bespoke wealth strategies and solutions for both your current and future needs.

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Our Mission

To Earn the Title of our Client’s Most Trusted Advisor and Portfolio Manager.

 

Our Vision

To Be Nationally Recognized for Delivering an Unrivaled Combination of Successful Wealth Management Solutions, Exceptional Client Service and Portfolio Management.

 

Our Values

• Deep Respect for the Individual
• Integrity in Thought and Action
• Teamwork Supported by a Family-Oriented Culture
• Relentless Commitment to Excellence

Our Services

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.

 

Investment Management

A proper investment allocation can help achieve your goals and can play a key role in your financial plan.

 

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.

 

Financial Planning

Managing your finances is an important component to any financial plan. Money management strategies help you manage your savings on a daily basis.

 

Charitable Giving

Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.

 

Our Team

Learn more about our amazing team of professionals.

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Stephen Vettorel
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Stephen Vettorel

Stephen Vettorel is the Founder and Portfolio Manager of Benchmark Wealth Advisors, LLC. Stephen began his wealth management career in 1998, developing and implementing long-term investment strategies and financial plans for his high-net-worth clients at Fidelity Investments, Inc. Steve worked on the option/equity trading desk, later in portfolio management and was awarded the coveted Presidents Circle award twice. Steve was recruited away by Fisher Investments, Inc. out of Woodside, CA to serve as Regional Vice President. Over the following 4 years he raised hundreds millions for the firm and was proud to work alongside famed investor and Forbes columnist Ken Fisher. In 2006, Mr. Vettorel, along with his Fisher colleague, formed Aumenti Capital Management, LLC. The firm was a L/S equity based Hedge Fund. In 2012 FXESTrader, LLC (Benchmark's sister company) was formed to fill the needs of students looking for an education trading in the futures and currency markets. Steve is a recognized expert in Auction Market Theory and its practical implementation in framing the market via Market Profile®. Steve is also a preferred educational partner of NinjaTrader®, Market Delta® and Linnsoft®. He graduated from Xavier University with a degree in Finance and holds the FINRA Series 65 Registered Investment Advisor license.

Steve in the media:

2017 Investopedia 100 award:
https://www.investopedia.com/news/announcing-top-100-most-influential-fi...

http://www.prweb.com/releases/2016/05/prweb13388464.htm

https://www.biggerpockets.com/renewsblog/invest-with-self-directed-ira/

https://itunes.apple.com/us/podcast/the-traderview/id1160411300?mt=2

http://www.moneyshow.com/articles.asp?aid=DAYTRADERS-33159

http://www.hedgeweek.com/2006/07/31/aumenti-capital-management-launches-...

https://summit.wealth365.com/speakers/stephen-vettorel/

 

Bio
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April Vettorel
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April Vettorel

April Vettorel is the Director of Operations and client services for Benchmark, She is also a certified and licensed Notary Public. April began her customer service career in 1995, as a flight attendant for the regional airline Comair, Inc., where she honed her award winning customer service skills. She received many letters of excellence and was asked to assist in a national marketing campaign. April was recognized by management at start-up PaeTec Communications, Inc. and offered the role of Service Order Coordinator in 1999. This role was responsible for all phases of the onboarding process of business clients throughout Pennsylvania. Over the next several years April won many employee awards. April attended the University Of Cincinnati School Of Design. April currently resides in Temecula’s wine region of Southern California with her husband Steve and two children Evan and Ava.

Bio

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Recent Blog Posts

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  • FinTech - What Apps You Should Know
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Tweets by @FXESTrader

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Get to know us

Phone/Fax: 888.513.7937

Email: steve@benchmarkadvisor.com

43537 Ridge Park Dr., Temecula, CA 92590

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BrightScope Advisor Page Profile

Benchmark Wealth Advisors, LLC is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where Benchmark Wealth Advisors, and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Benchmark Wealth Advisors, LLC unless a client service agreement is in place.
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